Q: What organisation is behind the Include a Charity campaign?

A: Include a Charity is managed by Fundraising Institute Australia.

Q: What is the purpose of the Include a Charity campaign?

A: To raise the profile of charitable gifts in Wills and support the charitable sector in this area of fundraising. The ultimate goal of our public-facing campaign is to increase the number of people who leave a charitable gift in their Will.

Q: I’m a professional Will writer – what can I do to help?

A: You can mention to your client that they have the option to leave a gift to charity in their Will. The single most significant factor that has helped to increase the incidence of charitable gifts in Wills in the UK and the USA is the mention of charities by a solicitor at the time a Will is being prepared. Here are some sample questions to help start the conversation. You can also join our solicitor register to be found by potential clients.

Q: What type of charitable gift can my client leave in their Will?

A: There are four main types: residual, pecuniary or specific, percentage or fractional or whole estate

Q: What information about the beneficiary charity must be included in the Will?

A: Correct legal name; ABN number; Deductible Gift Recipient (DGR) status.

Q: Must I notify the beneficiary charity about a gift in a Will?

A: No. But letting the nominated charity know (with your client’s permission) will enable the charity to involve your client further in their work (for example, invitations to events with like-minded donors) and discuss how they may wish to be acknowledged.